(Example) Create an eForm to Start the Process (Create Absence Request)

Target Result

When you complete this step, the finished eForm will look like this.

Good to Know

• The Create Absence Request form is used to submit an absence request with required information about an employee and leave details.
• An employee completes this form to request leave and submits it to HR and the Manager for approval.

Prerequisites

• This example uses the app created in (Example) Create a Process-Based App (Modern). Refer to that topic for information about creating the app.

  The app name is Absence Request app.

How to Start

1. Open Process Builder.

   For information about how to open this screen, refer to Process Builder.

   
   
   

Procedure

1. In Process Builder, on the eForms tab, drag the Start Task activity onto your process.

   
   
   

2. On the eForm Configuration screen, click Add New Form.

   
   
   

3. On the Form Details screen, in the Form Name field, enter Create Absence Request.

   
   
   

4. Click Next.
5. On the Choose Form Layout screen, click Blank Form.

   
   
   

6. Click Finish.

   The eForm Builder shows the Form Settings screen for the Create Absence Request form.

   
   
   

How to Start

1. On the Form Settings screen, click Close Screen .

   
   
   

Procedure

1. On the eForm Builder screen, click Columns.

   
   
   

2. On the Column Layout screen, click 2.

   
   
   

3. Click OK.
4. The eForm Builder shows the Create Absence Request form with 2 columns.

   
   
   

Good to Know

• This example uses a logo image stored in App Builder.

  There are other ways to reference a logo image:

  • Upload an image with the Image form control.
  • Upload a shared image for the app in App Builder.
  • Use an image stored in an external location can be accessed by a URL from your app at runtime.

Procedure

1. On the eForm Builder screen, in the Tool Box, open the Common Controls tab.

   
   
   

2. On the Common Controls tab, drag a Image form control onto your eForm.

   
   
   

3. On the Field Settings - Image screen, in the Label field, enter Company Logo.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

4. To save the changes, click Close Screen .
5. On the Create Absence Request form, put your cursor over the Image form control, and the Form Control Quick Menu shows.

   
   
   

6. On the Form Control Quick Menu, click Image Picker .

   
   
   

7. On the Image Picker screen, select the logo image.

   
   
   

8. Click OK.

   The form shows the logo image.

   
   
   

Procedure

1. On the Common Controls tab, drag a Heading form control onto your eForm.

   
   
   

2. On the Field Settings - Heading screen, in the Label field, enter Create Absence Request.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Behavior tab.

   
   
   

4. On the Behavior tab, in the Text Align field, select Center.

   
   
   

5. To save the changes, click Close Screen .
6. On the Create Absence Request form, expand the Create Absence Request form control to the width to show on the eForm.

   
   
   

Procedure

1. On the Common Controls tab, drag a Heading form control onto your eForm.

   
   
   

2. On the Field Settings - Heading screen, in the Label field, enter Employee Information.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the Heading Style field, select Extra Large.

   
   
   

5. To save the changes, click Close Screen .
6. On the Create Absence Request form, expand the Employee Information form control to the width to show on the eForm.

   
   
   

Procedure

1. On the Common Controls tab, drag a Text Box form control onto your eForm.

   
   
   

2. On the Field Settings - Text Box screen, in the Label field, enter Employee Name.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click App Data > System Data.

   
   
   

4. In the Default Value field, drag the User Full Name system data variable.

   
   
   

5. Click the Behavior tab.

   
   
   

6. On the Behavior tab, deselect Enabled.

   
   
   

7. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Date form control onto your eForm.

   
   
   

2. On the Field Settings - Date screen, in the Label field, enter Date Prepared.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. In the Default Value field, select Current Date.

   
   
   

4. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Text Box form control onto your eForm.

   
   
   

2. On the Field Settings - Text Box screen, in the Label field, enter Designation.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. In the Default Value field, enter Support Engineer.

   
   
   

4. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Auto-Suggest form control onto your eForm.

   
   
   

2. On the Field Settings - Auto-Suggest screen, in the Label field, enter Department.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the List Options section, click Add Option 6 times to add a total of 7 rows.

   
   
   

5. In the Name and Value fields, enter these values.
   • Engineering
   • HR
   • Professional Service
   • Accounts
   • Sales
   • Support
   • Marketing

   
   
   

6. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Text Box form control onto your eForm.

   
   
   

2. On the Field Settings - Text Box screen, in the Label field, enter Manager Name.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click App Data > System Data.

   
   
   

4. In the Default Value field, drag the User Manager Name system data variable.

   
   
   

5. Click the Configure tab.

   
   
   

6. On the Configure tab, select Required.

   
   
   

7. To save the changes, click Close Screen .

Procedure

1. On the Advanced Controls tab, drag a People Picker form control onto your eForm..

   
   
   

2. On the Field Settings - People Picker screen, in the Label field, enter Select Manager Name.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, click Add New Mapping.

   
   
   

5. In the Property field, select UserName.

   
   
   

6. In the Control field, select ManagerName.

   
   
   

7. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Heading form control onto your eForm.

   
   
   

2. On the Field Settings - Heading screen, in the Label field, enter Leave Details.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the Heading Style field, select Extra Large.

   
   
   

5. To save the changes, click Close Screen .
6. On the Create Absence Request form, expand the Leave Details form control to the width to show on the eForm.

   
   
   

Procedure

1. On the Common Controls tab, drag a Subform form control onto your eForm.

   
   
   

2. On the Field Settings - Subform screen, in the Label field, enter Leave Details.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the Display Style field, select Columns.

   
   
   

5. In the Maximum Occurrence field, enter 20.

   
   
   

6. Click the Appearance tab.

   
   
   

7. On the Appearance tab, in the Font Style field, click Bold.

   
   
   

8. To save the changes, click Close Screen .
9. On the Create Absence Request form, expand the Subform form control to the width to show on the eForm.

   
   
   

Procedure

1. On the Create Absence Request form, put your cursor over the Subform form control, and the form control toolbar shows.

   
   
   

2. Click Design Subform .

   
   
   

3. Click Add Column to show the Leave Details subform with 3 columns.

   
   
   

Procedure

1. On the Common Controls tab, drag a Drop-Down List form control onto your eForm.

   
   
   

2. On the Field Setting - Drop-Down List screen, in the Label field, enter Absence Type.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, select Required.

   
   
   

5. In the List Options section, click Add Option 3 times to add a total of 4 rows.

   
   
   

6. In the Name and Value fields, enter these values.
   • Casual Leave
   • Sick Leave
   • Comp Off
   • Vacation

   
   
   

7. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Date form control onto your eForm.

   
   
   

2. On the Field Setting - Date screen, in the Label field, enter Absence Date.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, select Required.

   
   
   

5. To save the changes, click Close Screen .

Procedure

1. On the Common Controls tab, drag a Number Box form control onto your eForm.

   
   
   

2. On the Field Setting - Number Box screen, in the Label field, enter Hours.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, select Required.

   
   
   

5. To save the changes, click Close Screen .
6. On the subform, to save the changes, click Close Screen .

   
   
   

Procedure

1. On the Common Controls tab, drag a Heading form control onto your eForm.

   
   
   

2. On the Field Settings - Heading screen, in the Label field, enter Comments.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the Heading Style field, select Extra Large.

   
   
   

5. To save the changes, click Close Screen .
6. On the Create Absence Request form, expand the Comments form control to the width to show on the eForm.

   
   
   

Procedure

1. On the Common Controls tab, drag a Text Area form control onto your eForm.

   
   
   

2. On the Field Settings - Text Area screen, in the Label field, enter Comments.

   
   
   

3. Click the Configure tab.

   
   
   

4. On the Configure tab, in the Display Rows field, enter 6.

   
   
   

5. To save the changes, click Close Screen .

Procedure

1. On the Advanced Controls tab, drag a Formula form control onto your eForm.

   
   
   

2. On the Field Settings - Formula screen, in the Label field, enter TotalHoursRequested.

   
   
   

   When you click the Internal Name field, the Internal Name field shows the value you entered in the Label field with no spaces.

   
   
   

3. Click the Behavior tab.

   
   
   

4. On the Behavior tab, deselect Visible.

   
   
   

5. To save the changes, click Close Screen .
6. On the Create Absence Request form, put your cursor over the Formula form control, and the Form Control Quick Menu shows.

   
   
   

7. On the Form Control Quick Menu, click Formula .

   
   
   

8. On the Formula Builder screen, in the Formula field, enter this formula.

   sum( ${LeaveDetails/Hours:[*]})

   
   
   

9. To make sure the formula is correct, click Validate.

   
   
   

10. Click OK.

Target Result

When you complete this step, the finished eForm will look like this.

Procedure

1. On the eForm Builder screen, click Save > Save and Check In.

   
   
   

   The eForm Builder screen closes and the eForm Configuration screen shows in the Process Builder.

   
   
   

2. On the eForm Configuration screen, select the Create Absence Request eForm.

   
   
   

3. Click Next.
4. On the General Configuration screen, in the Display Name field, enter Create Absence Request.

   
   
   

5. Click OK.
6. The Process Builder shows the process model with the Create Absence Request start task.